Aug. 6 at 4:21 AM
$DERM I'm not expecting greatness with Q2 earnings. I'm expecting guidance.
TRx's will be very good but realized profit will be all over the place. It's going to be convoluted with discounts and coupons and the like. The real story is TRx's and timeline, getting them to full pay with Health Care Providers.
I believe Q2 finds itself in the 7500-10,000 TRx. Q3, if k be believed, is well above 1000 TRx per week. 1500? 2000 by now? If so, 20,000 Trx is a real possibility. Add to it the refills from the original prescription and these numbers can double and even triple pretty quickly. We won't see that realization till Q3/and Q4.
But the guidance can really move this stock in anticipation of Q3/CC. If they are on that 20,000 trajectory, that's $.34/sh for the quarter w/out refills. No reason for it to not be a 10x immediately on a 12 month projection. And it should be 15-20x on net profit.
$13-
$27. Just need Q3 to prove it and add the refills to make this stock jump. Will take 2026/Q4 full $
